limfork
10m
My thesis on why do I sized $MASK : • What it is: a ZK privacy layer that plugs into the wallet you already use (MetaMask, Rabby, Ledger, Trezor). No new wallet, no new seed, no custody. Shield, send, swap and withdraw, all private. Live on Ethereum, Base, BNB Chain, Robinhood Chain and Monad. • Doxxed founder: Tomas Krnak, a public cryptographer. He and his team are $ZEC devs who built shielded Zcash support into Trezor firmware on a Zcash Foundation grant. • Real usage: $132.8M in private volume since Oct 1, now ~$5M a day. A 0.5% fee on deposits and withdrawals brings in ~$25K a day, verifiable on Dune. • Buybacks: 100% of protocol fees buy back and burn $MASK, with public updates almost daily. 3.65% of the supply is already burned. • ZEC rewards: holders get paid in $ZEC automatically. $2.3M (1,728 ZEC) distributed so far. • Cheap: ~$10.9M market cap vs ~$9M in annualized fees, about 1.2x. $HYPE trades near 27x revenue. • Compliance built in: every deposit is screened (OFAC, Chainalysis, AMLBot), plus viewing keys and revocation keys. A privacy tool institutions can actually use, unlike Tornado Cash. • Narrative: privacy is the meta of this cycle. $ZEC is top 10 (~$22.8B), has a US spot ETF and nearly tripled since July while BTC, ETH and SOL are red on the month. ZEC and $HYPE are the altcoins of this cycle, and $MASK is a small-cap bet on both: it pays in ZEC and runs the HYPE playbook of fees into buybacks. • Catalysts: Solana support, private perps, MetaMask integration talks, Points Season 1 ending Jan 17. • Risks: down ~69% from ATH, part of the volume is points farming, top 10 wallets hold ~58%, rewards shrink if trading volume drops, and privacy regulation can tighten This will look obvious when we at +100M Sizing into real projects is how money is made here
MASKNullmask
Position$34.3KProfit+$124.84
543$20.6M MC
daddychilllll2m
Ummmm float just hit 5m and tbis is the float inu hello proof
FLOATINUFLOAT INU
Position$732Profit+$232.35
607$27.2K MC
daddychilllll44s
@gar0u @Anglio @croakie this is the float inu hello float hit 5m
ansemconzimp
4h
buying coins with communities that are active on X and constantly raiding + making content, not many Ant memes, novel w/ zec pairing similar to zcat & believe zec will continue to be strongest trades of this cycle, s/o to saint & crew
ANTAntMiner
Position$1.34KProfit+$335.49
34.4K$1.29M MC
slingoor
27m
Ok.
MINERS
Position$7.47KProfit+$6,672.77
8,499$36.9K MC
slingoor26m
Someone airdropped me 15%. I bought $700. This is for people who like the diamond coin and want to push it.
Henrys0x
8m
Pump test coin?? Tailing chimmy here he’s good
AFTA Fun Test
Position$255Profit−$11.90
1,449$7.11K MC
Emmyk
1m
API Tek ca posted on X
AIORAAiora
Position$357Profit+$229.08
476$5.58K MC
Emmyk34s
Sorry I gotta trim
venom
2m
https://x.com/vtnerd this guy dev apparently and has commits to github, followed by monero dev https://github.com/Moneyero/Moneyero-app idk if legit
MONEYEROMoneyero
Position$897Profit+$426.23
588$92.7K MC
venom15s
terminal looks p good, should do well if nothing gey happens
throwingProfits
1m
Official float inu tailed @daddychilllll
FLOATINUFLOAT INU
Position$140Profit+$40.38
36$27.2K MC
throwingProfits12s
Alpha I guess
Cyb3rL33k7m
Alon deployed & Ansem another Wallet bought. Wtf Checkout Solscan
FUNJust For Fun
Position$32Profit+$19.85
1,089$13.9K MC
Cyb3rL33k4m
Check solscan funded by Alon Wallet, Terminal Wallet of Ansem bought it. CA on Web
MrSamoo
59s
Robinhood listing Hmmm
HMMThinking Cat
Position$857Profit−$143.23
145$8.32M MC
Goodcallouts2m
Float is at ATH 5M and we have a inu runner for it, why not send a cat runner also?? Float Cat 👀
FloatCatFloat Cat
Position$135Profit+$24.03
430$4.01K MC
Goodcallouts30s
🫪
ticiusmaximus
11m
ALPHA
WoodBoomingPig
look at the githubs other contributions. theyve has a hand in big zcash projects too. theyre all over big privacy tech
MONEYEROMoneyero
Position$2.32KProfit+$2,149.23
4,440$92.7K MC

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limfork
10m
My thesis on why do I sized $MASK : • What it is: a ZK privacy layer that plugs into the wallet you already use (MetaMask, Rabby, Ledger, Trezor). No new wallet, no new seed, no custody. Shield, send, swap and withdraw, all private. Live on Ethereum, Base, BNB Chain, Robinhood Chain and Monad. • Doxxed founder: Tomas Krnak, a public cryptographer. He and his team are $ZEC devs who built shielded Zcash support into Trezor firmware on a Zcash Foundation grant. • Real usage: $132.8M in private volume since Oct 1, now ~$5M a day. A 0.5% fee on deposits and withdrawals brings in ~$25K a day, verifiable on Dune. • Buybacks: 100% of protocol fees buy back and burn $MASK, with public updates almost daily. 3.65% of the supply is already burned. • ZEC rewards: holders get paid in $ZEC automatically. $2.3M (1,728 ZEC) distributed so far. • Cheap: ~$10.9M market cap vs ~$9M in annualized fees, about 1.2x. $HYPE trades near 27x revenue. • Compliance built in: every deposit is screened (OFAC, Chainalysis, AMLBot), plus viewing keys and revocation keys. A privacy tool institutions can actually use, unlike Tornado Cash. • Narrative: privacy is the meta of this cycle. $ZEC is top 10 (~$22.8B), has a US spot ETF and nearly tripled since July while BTC, ETH and SOL are red on the month. ZEC and $HYPE are the altcoins of this cycle, and $MASK is a small-cap bet on both: it pays in ZEC and runs the HYPE playbook of fees into buybacks. • Catalysts: Solana support, private perps, MetaMask integration talks, Points Season 1 ending Jan 17. • Risks: down ~69% from ATH, part of the volume is points farming, top 10 wallets hold ~58%, rewards shrink if trading volume drops, and privacy regulation can tighten This will look obvious when we at +100M Sizing into real projects is how money is made here
MASKNullmask
Position$34.3KProfit+$124.84
543$20.6M MC
daddychilllll2m
Ummmm float just hit 5m and tbis is the float inu hello proof
FLOATINUFLOAT INU
Position$732Profit+$232.35
607$27.2K MC
daddychilllll44s
@gar0u @Anglio @croakie this is the float inu hello float hit 5m
ansemconzimp
4h
buying coins with communities that are active on X and constantly raiding + making content, not many Ant memes, novel w/ zec pairing similar to zcat & believe zec will continue to be strongest trades of this cycle, s/o to saint & crew
ANTAntMiner
Position$1.34KProfit+$335.49
34.4K$1.29M MC
slingoor
27m
Ok.
MINERS
Position$7.47KProfit+$6,672.77
8,499$36.9K MC
slingoor26m
Someone airdropped me 15%. I bought $700. This is for people who like the diamond coin and want to push it.
Henrys0x
8m
Pump test coin?? Tailing chimmy here he’s good
AFTA Fun Test
Position$255Profit−$11.90
1,449$7.11K MC
Emmyk
1m
API Tek ca posted on X
AIORAAiora
Position$357Profit+$229.08
476$5.58K MC
Emmyk34s
Sorry I gotta trim
venom
2m
https://x.com/vtnerd this guy dev apparently and has commits to github, followed by monero dev https://github.com/Moneyero/Moneyero-app idk if legit
MONEYEROMoneyero
Position$897Profit+$426.23
588$92.7K MC
venom15s
terminal looks p good, should do well if nothing gey happens
throwingProfits
1m
Official float inu tailed @daddychilllll
FLOATINUFLOAT INU
Position$140Profit+$40.38
36$27.2K MC
throwingProfits12s
Alpha I guess
Cyb3rL33k7m
Alon deployed & Ansem another Wallet bought. Wtf Checkout Solscan
FUNJust For Fun
Position$32Profit+$19.85
1,089$13.9K MC
Cyb3rL33k4m
Check solscan funded by Alon Wallet, Terminal Wallet of Ansem bought it. CA on Web
MrSamoo
59s
Robinhood listing Hmmm
HMMThinking Cat
Position$857Profit−$143.23
145$8.32M MC
Goodcallouts2m
Float is at ATH 5M and we have a inu runner for it, why not send a cat runner also?? Float Cat 👀
FloatCatFloat Cat
Position$135Profit+$24.03
430$4.01K MC
Goodcallouts30s
🫪
ticiusmaximus
11m
ALPHA
WoodBoomingPig
look at the githubs other contributions. theyve has a hand in big zcash projects too. theyre all over big privacy tech
MONEYEROMoneyero
Position$2.32KProfit+$2,149.23
4,440$92.7K MC